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Mona Campos
Registered Client Service Manager
Mark Cecchini, CFP®
Director, Wealth Solutions
Brian Cort, CFP®, ChFC
Chief Compliance Officer
Jason Cort, CPWA®
Chief Growth Officer
David Decker
Wealth Advisor
Jason Doughtry
Client Service Manager
Becky Flynn
Registered Client Service Manager
Paul H. Francis, CFP®, CPWA®
Wealth Advisor
Thomas Hanvey
Analyst
Scott Kuna
Analyst
Kori Lannon, CPWA®
Wealth Advisor
Frank Lawler
Chief Executive Officer
Jonathan Mack
Director, Operations | Wealth Advisor
Lisa Morano
Client Service Manager
Joy Pattrell
Client Service Manager
Kristen Quirk
Director, Investor Relations & Human Capital
Herman Rij, CIMA®
Partner Emeritus and Wealth Advisor
Conor Zellner
Vice President, Finance | Wealth Advisor